BRASS Business Guide - TAXATION

The IRS maintains a detailed web site and phone line, 800-829-1040, which you can call to find the answers to your questions. IRS web site also offers answers to commonly asked questions. To get more personal services contact professional tax preparers or public CPAs (Certified Public Accountants). Each state has its own CPA organization that can provide directory information.

Links to each state tax agency's current website. Combiled by the Federation of Tax Administrators.

Free basic tax return preparation to qualified individuals. The VITA program has operated for over 50 years. VITA sites offer free tax help to people who need assistance in preparing their own tax returns,

Provides information about tax credits, deductions and savings plans that can help taxpayers with their expenses for higher education.

Provides investors with background information on 529 plans. It includes a companion bulletin with questions to consider before opening a 529 plan account.

For use in preparing returns includes Investment Income and Expenses and Capital Gains and Losses.

Information to manage benefits

For use in preparing returns, includes Social Security and Equivalent Railroad Retirement Benefits

Tax information for retirement plans: required minimum distribution, contribution limits, plan types, and more.

Provides information about estate planning, such as creating a will, living trust, power of attorney, or living will, avoiding probate and estate tax, and acting as an executor.

To review what to expect from a qualified accountant or tax preparer, go to the web site of the AICPA.